Aging Orders

New orders come into Orderwave with an order state of New. After they are fully fulfilled (each line item on the order is marked as dispatched), the order state is automatically updated to Complete.

If an order was placed over a certain amount of time ago, and is still New, you and your team should review the order to determine what the issue is. Our recommended strategy is that you create a queue for managing aging orders, a filter that can be used to automatically queue these orders, and alerts to keep your team informed.

Create an "aging" filter for populating queues

1. Navigate to Orders, and clear the State: "New" filter to start with a fresh filter. Click in the Filter area to start choosing filter, and choose Order Information.
2. In the field next to the Order Date field, choose the In the range of operator, and click in the Order Date field.
3. In the date-range pop-up that appears, choose an acceptable date range using relative values, such as 4 Weeks ago to 2 Weeks ago, and click Done.
4. In the Order State field, choose New, and click Done.
5. Click in the Filter area to add another filter item.
6. Choose Queues
7. Choose the queue named AGING-ORDER, and toggle on the "Exclude" option.
8. Click the 💾 button to save this filter, and give it the name Aging Orders for Aging Queue

Now that you have a saved filter that will locate orders that are not fully shipped, and are not queued for review, you can automate placing those orders in the AGING-ORDER queue.

Create a rule for placing the orders in the aging queue

Navigate to Admin > Rules and click the ➕ button to create a new rule. Name the rule AGING-ORDERS-RULE, and create a rule with the following properties:

Section	Value	Description
Bucket	oms/orders	This rule only applies to orders.
Trigger	on demand	We will run this "on demand" from a rules job.
Matching properties		The values we will check on the order to apply this rule.
Match	Not	We want these matching properties to evaluate to "not true".
Field of JSON path to match	queues[any].queueCode with operator is	Queue code AGING-ORDER.
Choose an action	Add it to a queue	We want to add this order to the AGING-ORDER queue.
If an error happens	Ignore errors and just continue	For this rule, running as an rule job, we want to ignore errors.

Save your rule, and remember to enable it.

Create an automated task to place the orders in the aging queue

Navigate to Admin > Automated Tasks and click the ➕ button to create a new automated task. You will be creating a rules job that finds the orders (using your new filter), and runs a rule on them. This task does not need to run more than once per day, but schedule it according to your needs, remembering that your account may not run concurrent tasks.

Field	Value	Description
Task Type	Rules job	The type of job to perform.
Bucket	oms/orders	The bucket to run this automated task.
Search filter	Aging Orders for Aging Queue	The filter to perform.
Rule	AGING-ORDERS-RULE	The rule to perform.

Enable the task, and now you're all set. Your orders, should they sit longer than 2 weeks without being fully shipped, will be placed in this queue.

Create a rule to automatically dequeue orders from the aging queue

Now that you have automated the process of adding older orders to the AGING-ORDER queue, you should also automate the process of removing orders from this queue as well.

To do this, create a new rule called AGING-ORDERS-REMOVE-RULE

Section	Value	Description
Bucket	oms/orders	This rule only applies to orders.
Trigger	updated	We want to evaluate this rule when orders are updated.
Matching properties		The values we will check on the order to apply this rule.
Match	All	We want these matching properties to evaluate to "not true".
Field of JSON path to match	orderState.state with operator is	Value to compare: Complete
Field of JSON path to match	queues[any].queueCode with operator is	Value to compare: AGING-ORDER
Choose an action	Remove it from a queue	Queue code AGING-ORDER
If an error happens	Ignore errors and just continue	Again, we want to ignore errors.

Activate this queue, and orders will automatically be removed from this queue when they become complete.

Create an aging orders alert (optional)

If you'd like to get an email alert on a specific schedule when orders are in this queue, you can setup an alert job. Follow the steps here to create an alert job that finds orders in the AGING-ORDER queue. Send the alert to the appropriate team members.